Get Started as an F2B Admin - Session Length: 60 min

Get Started as an F2B Admin - Session Length: 60 min

Overview

The Field2Base Portal allows Field2Base Administrators to manage Users, Licenses, Devices, Forms and other aspects of the Mobile Forms™ solution. This training session is intended for new Mobile Forms Company Administrators or existing Administrators who would like a review of the functions available to them.

Please contact your Account Manager or sales@field2base.com to request a training session.

 Objectives

After completing this training, you should be able to:
  1. Access F2B products available to your Company
  2. Add new Users and define what permissions are available to them based on their Role(s)
  3. Create Folders to organize your Company's Forms
  4. Manage the Forms for your Company
    1. Download existing Forms
    2. Upload new versions of a Form
    3. Add Mandatory Recipients for a Form
    4. Revert to a prior version of a Form
    5. Delete a Form
  5. Manage the Licenses and Devices for your Company
  6. Find and view Sent Forms (available to Small Business and Enterprise Customers only)
  7. Have a general understanding of Reports, Unique IDs, Work Orders and Workflows

Resources

  1. Portal Quick Start Guide
  2. Managing Users and Recipients
  3. Managing Licenses
  4. Managing Devices
  5. Managing Forms